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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,282 | $217,392-61.2% | $185,818-54.6% | $167,497-49.7% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.58% | 148.37%-134.8pp | 122.06%-108.5pp | 478.62%-465.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,577 | $6,357-43.7% | $5,568-35.8% | $6,341-43.6% |
| Admin fee / account holder | $766 | $19,813-96.1% | $16,239-95.3% | $12,310-93.8% |